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pany
Level 1

Can the "Receive Payment" form template be edited? When I choose print after opening a payment transaction, the form that is produced includes a signature line.

And the transaction is labeled as "Memo". I know how to edit the sales receipts and invoices.

Thank you!
3 Comments
Angelyn_T
QuickBooks Team

Can the "Receive Payment" form template be edited? When I choose print after opening a payment transaction, the form that is produced includes a signature line.

Hello there, @pany.

 

QuickBooks Online (QBO) allows you to customize templates for invoices and other forms such as estimates and sales receipts.

 

At this time, the option to customize payment receipts is unavailable. If you want to add details on the receipts, you can input it as a note under the Memo field.

 

The option of modifying the receive payment template is a great feature though. I'll take note of this and pass along the information to our engineers so they'll get more ideas on how to improve QuickBooks and ensure to give you a resolution as soon as possible.

 

To stay current with the latest QuickBooks news and feature updates, check out our blog.

 

You can also read this article for more details about personalizing form designs in QBO: Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

Keep me posted if you have any other QuickBooks questions. I'm a post away to help. Have a great weekend!

pany
Level 1

Can the "Receive Payment" form template be edited? When I choose print after opening a payment transaction, the form that is produced includes a signature line.

Thank you for the quick response.

 

I'm a bit confused then about how to issue a typical receipt then, which I'm sure is a basic function, without the odd "Memo" text and the incongruous signature line. I'm probably missing something obvious, as issuing receipts must be a standard function, even with quickbooks online. Can you advise? Thanks!

Ashley H
QuickBooks Team

Can the "Receive Payment" form template be edited? When I choose print after opening a payment transaction, the form that is produced includes a signature line.

Hello there, @pany. I'm here to give you more advice on a sales form that might interest you to fit your needs.

 

QuickBooks Online gives you the tools to create attractive, professional-looking sales forms. You can change the basic design, layout, and information on the templates. Once you create your masterpiece, it will be saved in your Custom Form Styles and you can use it when you create the transaction. I recommend creating a Sales Receipt template since most of our customers use this to issue receipts. I've provided some steps below to guide you through the process with ease.

 

How To Create a Sales Receipt Template:

  1. Go to Settings ⚙, then select Custom Form Styles.
  2. Choose New Style.
  3. Click on Sales Receipt.
  4. On the first tab, labeled as the Design tab, you can adjust the general layout and look of your template.

       5. Navigate to the Content tab, then press on the middle section.

       6. Here you can edit, add, or remove data fields and widths.

 

That's all there is to it! Here are some more details and information on how to Customize your invoices, estimates, and sales receipts in QuickBooks Online.

 

Now you can use this template when you create a Sales Receipt. I can show you how to bring this template to life with the steps I've provided below.

 

How To Use Custom Templates in Transactions:

  1. Create or open an existing Sales ReceiptInvoice, or Estimate.
  2. Select Customize in the footer.
  3. Choose a custom template from the list.

 

Here's more information on how to Create and send a sales receipt. Having that special touch from you and your business to your customers will make you stand out!

 

The Community is the place to find the best solutions for your QuickBooks needs. If you have any further questions or concerns, I'll be here. Have a fantastic Monday!

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